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The volume shipped out of the factory to customers, closer to what was actually sold than what was produced.

Predictions & track record (3)

• Awaiting grading With 0.6% share in China, why is Samsung weighing Chinese DRAM for its phones?Check when Samsung reports Q2 2026 earnings whether the Mobile eXperience division actually swung to an operating loss, as several brokerages estimated.
• Awaiting grading SanDisk sold NAND to Meta below its own quote. Does that mean demand is dying?To be scored on whether Q3 2026 QLC contract pricing settles above $0.38, and whether SanDisk's LTA share actually clears half of shipments.
• Awaiting grading Xiaomi raises phone shipments as OPPO and vivo push back on Samsung's next price hikeScore in Q3 earnings season: did Samsung's Q3 memory prices actually rise as guided, or did OPPO/vivo-style pushback force smaller increases than planned?

6 related posts

• Watch With 0.6% share in China, why is Samsung weighing Chinese DRAM for its phones? Jukan (@jukan05) · 2026-07-27
• Bear Huawei's AI chip shipments set to double this year to about 1.5 million units, WSJ reports Jukan (@jukan05) · 2026-07-25
• Watch SanDisk sold NAND to Meta below its own quote. Does that mean demand is dying? Jukan (@jukan05) · 2026-07-25
• Watch China's EV export playbook looks like a preview of its AI strategy Doomberg · 2026-07-22
• Watch Xiaomi raises phone shipments as OPPO and vivo push back on Samsung's next price hike Jukan (@jukan05) · 2026-07-21
• Watch CXL bolts on memory like a warehouse. So why did Samsung push production to 2027? 메르 (ranto28) · 2026-07-20